For Professional Advisors and their Clients

There are many ways we can support your work with clients: 

Free Presentations

Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
  • Charitable giving options
  • Community needs and issues
  • Our grant making priorities and impact
  • Planned giving and
  • Charitable giving benefits.

Free Trust Illustrations

We are glad to 'run the numbers' for you if a client is interested in a charitable trust.  Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.  

We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections. 

If you have questions about our donor options that have not been answered in this section, please contact us for more information.